Spring ’25 is here, and Salesforce has rolled out exciting enhancements to Revenue Cloud, focusing on Dynamic Revenue Orchestrator (DRO) and Billing.
These updates are designed to help businesses optimize their processes, improve efficiency, and gain more flexibility. Let’s explore the highlights and how you can leverage them.
Dynamic Revenue Orchestrator (DRO) Updates
- Order Fulfillment Prioritization
With the asynchronous nature of Salesforce operations, Spring ‘25 introduces the ability to prioritize orders during fulfillment. By defining priority levels (e.g., default, high), you can ensure that critical orders are handled first. This is especially useful in high-volume environments where time-sensitive orders need to be fulfilled promptly. - Staged Assetization
A new step type, stage assetization, allows fulfillment assets to be created earlier in the process. Previously, assets were only generated after completing the entire fulfillment plan. Now, you can trigger asset creation mid-process, enabling earlier initiation of downstream actions like billing or revenue recognition. - Future-Dated Steps
Add flexibility to your orchestration plans with future-dated steps. You can schedule steps to occur at specific intervals (e.g., days or weeks) after an order’s start date or the completion of a prior step. While this feature is currently limited to fixed intervals, it opens new possibilities for staggered fulfillment workflows. For more details, refer to Salesforce’s official release notes on DRO.
Billing Enhancements
- Ad-Hoc Invoicing
Simplify one-off invoicing with the new “Run Now” feature in invoice schedulers. Instead of setting a future start date, you can create and run an invoice schedule immediately. This update streamlines ad-hoc billing scenarios and eliminates delays. - Suspend and Resume Billing
Gain more control over account billing with the ability to suspend and resume billing. Whether it’s due to credit terms or a temporary hold, you can manually suspend billing for an account and resume it when ready. This feature is accessible both through the UI and API. - Preview Invoices via API
Share draft invoices with customers before they are officially generated. While this feature currently requires API calls, it’s a valuable tool for providing transparency and enhancing customer satisfaction. - On-Demand Invoice Generation
Generate invoices directly from orders or accounts without relying on schedulers. This quick action lets you target specific orders or accounts for immediate invoicing, providing flexibility for unique billing scenarios.
Why These Updates Matter
These enhancements empower teams to:
- Reduce delays in fulfillment and billing processes.
- Improve customer experience by sharing accurate previews and managing billing pauses.
- Optimize workflows with greater control and flexibility.
Salesforce’s Spring ’25 updates to Revenue Cloud showcase a commitment to helping businesses operate efficiently in dynamic environments. From prioritizing orders to enabling on-demand billing, these features are designed to tackle real-world challenges.
Get Started Today
Ready to explore these features in your Revenue Cloud environment? Take advantage of these tools to enhance your operations and deliver exceptional value to your customers. To learn more, check out the Spring ‘25 release notes.
Have questions or need guidance? Drop a comment below, and let’s discuss how these updates can benefit your business!